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Portfolio (Quarterly) Guide ↗

FULCRUM WEALTH ADVISORS, LLC

· CIK 0002108790
13F Portfolio $131M AUM 81 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 26 New 30 Added 18 Reduced 13 Exited
Page 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 1,680.0 $576K 0.44% +474.0 +39.3% $343.03 +11.2%
42 JNJ JOHNSON & JOHNSON Healthcare 2,076.0 $527K 0.40% $253.97 +5.5%
43 FAST FASTENAL CO Industrials 10,972.0 $527K 0.40% +77.0 +0.7% $48.03 +3.6%
44 ABBV ABBVIE INC Healthcare 2,021.0 $509K 0.39% -50.0 -2.4% $251.64 +1.5%
45 VO VANGUARD INDEX FDS 6,174.0 $497K 0.38% +4K +184.5% $80.57 +2.4%
46 ET ENERGY TRANSFER L P Energy 24,824.0 $475K 0.36% +690.0 +2.9% $19.12 +11.5%
47 JEPQ J P MORGAN EXCHANGE TRADED F 7,595.0 $467K 0.36% NEW $61.46 -2.1%
48 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 13,405.0 $454K 0.35% -595.0 -4.2% $33.88 +7.6%
49 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,500.0 $446K 0.34% +2K +2400.0% $178.24 +15.4%
50 EXI ISHARES TR 2,147.0 $430K 0.33% NEW $200.50 -0.4%
51 META META PLATFORMS INC Communication Services 739.0 $416K 0.32% +31.0 +4.4% $563.29 +2.6%
52 JBBB JANUS DETROIT STR TR 8,659.0 $410K 0.31% +3K +55.5% $47.35 +0.5%
53 SPY STATE STR SPDR S&P 500 ETF T Financial Services 544.0 $406K 0.31% -236.0 -30.3% $746.77 +3.0%
54 SCHF SCHWAB STRATEGIC TR 14,384.0 $398K 0.30% +226.0 +1.6% $27.70 +2.2%
55 JPM JPMORGAN CHASE & CO Financial Services 1,204.0 $394K 0.30% NEW $327.33 +9.3%
56 SCHK SCHWAB STRATEGIC TR 10,862.0 $392K 0.30% $36.06 +2.9%
57 SNOW SNOWFLAKE INC Technology 1,455.0 $370K 0.28% -400.0 -21.6% $254.50 +28.9%
58 RTX RTX CORPORATION Industrials 1,831.0 $347K 0.27% +380.0 +26.2% $189.69 +11.6%
59 UNM UNUM GROUP Financial Services 3,859.0 $345K 0.26% -27K -87.4% $89.40 +4.1%
60 SCHW SCHWAB CHARLES CORP Financial Services 3,616.0 $334K 0.26% +21.0 +0.6% $92.28 +19.4%
Page 3 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.1%
Financial Services 25.6%
Healthcare 11.9%
Consumer Cyclical 7.8%
Industrials 7.3%
Communication Services 5.0%
Consumer Defensive 3.2%
Energy 0.5%
Real Estate 0.3%
Basic Materials 0.3%